INVESTING WELL
Summary of public USPTO data
- Owner
- Five Talents Wealth Management, LLC
- Status
- Live/Registered
- Serial number
- 99564961
- Registration number
- 8314813
- Filing date
- 2025-12-24
- Registration date
- 2026-06-23
- International classes
- 36, 41
Goods and services
Class 36
- Financial wealth management services
- Financial services, namely, wealth management services
- Providing information in the field of wealth management
- Financial information and advisory services
- Financial consultancy services
- Financial planning
- Estate planning
- Financial planning for retirement
- Financial risk management
- Insurance risk management
- Financial risk management consultation
- Financial advice relating to tax
- Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
- Providing information in the field of financial planning for higher education
Class 41
- Education services, namely, providing classes, seminars, presentations, workshops, mentoring, and tutoring in the field of financial literacy and financial wealth management